The Legal Assistant

The Legal Assistant, developed by The Legal Assistant, LLC, is a comprehensive legal practice management software designed to streamline the daily operations of solo attorneys to multi-lawyer firms. According to the vendor, this software caters to various professions and industries, including personal injury attorneys, real estate attorneys, and other legal professionals in different practice areas.

Key Features

Mail/Email Management: According to the vendor, the software streamlines incoming and outgoing mail processing by connecting directly to email providers and automatically attaching incoming emails to relevant case files. This feature aims to eliminate the need to search through the inbox for important documents, saving valuable time.

Document Generation: The software provides hundreds of customizable MS Word templates, which, according to the vendor, can be merged with entered data to eliminate double entry and ensure accurate and professional communication with various parties related to cases.

Intelligent Automation: The Legal Assistant keeps track of key dates in case files to prevent missing deadlines. The vendor claims that it notifies users via email and dashboard when a case is within 30 days of the statute of limitation. Additionally, the software sends nightly emails to inform users of upcoming events and tasks.

Calendar: The software offers office and personal calendars, automatically entering case-related events into the calendar for easy reference. According to the vendor, users can access case details directly from the calendar interface with just one click.

Cloud or On-Site: The Legal Assistant provides users with the choice to host the software in the cloud or install it on-site. The vendor states that users can customize their experience by selecting the modules and number of users they require.

Document Management: The software generates and distributes letters through various channels, such as email, fax, or hardcopy. The vendor claims that users can access hundreds of prewritten forms and templates, and customize letters with firm-specific styles and digital signatures.

Email & Fax Integration: The Legal Assistant supports comprehensive management of incoming and outgoing mail. According to the vendor, the software scans and assigns incoming mail to the correct case files, and attaches emails to relevant case files, distributing them to all involved parties for efficient communication.

Task Management: The software facilitates internal communication through inter-office messaging capabilities. According to the vendor, it includes audio dictation and to-do facilities, and notifies users via email of their to-do list agenda and calendar events.

Billing Management: The Legal Assistant automates client billing by accumulating charges and costs to case files. The vendor claims that it can generate statements and invoices with a single click, and manage billing for all cases through the comprehensive billing control feature.

Event Management & Automation: The software keeps users informed of case changes and generates necessary documents. According to the vendor, it is configurable to meet firm-specific needs and comes preloaded with predefined events for each module.